Real-time
Two-way sync
Changes in Clari or Sage 300 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
Clari to Sage 300 integration — real-time, two-way sync
Keep Clari and Sage 300 in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Clari and Sage 300
Close the gap between front office and back office: Clari and Sage 300 share customers and status in real time, in both directions.
Clari holds the customer relationship; Sage 300 runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.
Stacksync syncs Audit Events, Forecast, Quota, Opportunities in Clari with Journal Batches, Order Entry Orders, Purchase Orders, Inventory Items in Sage 300 field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.
Common use cases
- 01 Enrich Clari Account records with firmographic or billing data points through the ingest API in incremental mode.
- 02 Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.
- 03 Keep inventory items and quantities aligned with e-commerce and warehouse systems on a schedule.
- 04 Sync AR customers, invoices, and balances into a CRM for multi-currency account visibility.
Common sync patterns
Where Sage 300 is the finance system of record: money status on the account
Invoice and payment state from Sage 300 shows on the account in Clari, so reps see balances before promising the next order.
One customer master
Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
Where Sage 300 manages people and org data: keep Clari aligned
Owners, territories, and org structure informed by Sage 300 stay current in Clari.
What you can sync between Clari and Sage 300
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Clari objects | Sage 300 objects | How this pairing syncs | |
|---|---|---|---|
| Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. | AP Vendors Payables vendor master synced with procurement and payment systems. | Activity (Capture) is specific to Clari and AP Vendors to Sage 300 — each maps to any object or custom field on the other side. | |
| Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. | GL Accounts Chart of accounts read for transaction mapping across integrations. | Account field extensions is specific to Clari and GL Accounts to Sage 300 — each maps to any object or custom field on the other side. | |
| Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. | Journal Batches GL entries staged in batches that must be posted; a common write target for external systems. | Opportunity field extensions is specific to Clari and Journal Batches to Sage 300 — each maps to any object or custom field on the other side. | |
| Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. | Order Entry Orders Sales orders written from e-commerce or EDI feeds. | Audit Events is specific to Clari and Order Entry Orders to Sage 300 — each maps to any object or custom field on the other side. | |
| Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. | Purchase Orders Procurement documents read for spend visibility and receiving. | Forecast is specific to Clari and Purchase Orders to Sage 300 — each maps to any object or custom field on the other side. | |
| Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. | Inventory Items Item master with costing and quantities, synced to storefronts and WMS. | Quota is specific to Clari and Inventory Items to Sage 300 — each maps to any object or custom field on the other side. |
How changes propagate between Clari and Sage 300
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Clari Sage 300 Interval-based propagation
DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).
DeliveryEach detected change is applied to Sage 300 as a row-level write, with types converted between the two schemas.
Sage 300 Clari Interval-based propagation
DetectionStacksync polls Sage 300 for changes on an incremental schedule, reading only records changed since the previous pass. Scheduled polling.
DeliveryEach detected change is written to Clari through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
What ships with Clari ⇄ Sage 300
Connect Clari and Sage 300 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Clari–Sage 300 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Clari or Sage 300 data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Clari or Sage 300 record.
Observability
Monitoring
Track your Clari ⇄ Sage 300 sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Clari and Sage 300.
How the Clari and Sage 300 connectors work
Clari
- Integration surface
- REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
- Authentication
- API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
- Change detection
- Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
- Capabilities
- read · write
- Rate limits
- Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
Sage 300
- Integration surface
- Sage 300 Web API (REST) on newer releases; .NET/COM SDK and direct SQL Server access on-prem
- Authentication
- Sage 300 user credentials (Basic auth on the Web API); database credentials for direct SQL reads
- Change detection
- Scheduled polling; batch-oriented modules with no webhook surface
- Capabilities
- read · write
How it works
How to connect Clari to Sage 300 — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Clari and Sage 300 with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Clari
connected
Sage 300
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Clari and Sage 300 objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Clari ⇄ Sage 300Customers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Clari Sage 300Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Clari and Sage 300 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Clari and Sage 300: authenticate both systems, choose the objects to sync (such as Clari's Activity (Capture) and Account field extensions), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Clari and Sage 300: Where Sage 300 is the finance system of record: money status on the account; One customer master; Where Sage 300 manages people and org data: keep Clari aligned. Invoice and payment state from Sage 300 shows on the account in Clari, so reps see balances before promising the next order.
-
Clari: REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity. Authentication: API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password. Sage 300: Sage 300 Web API (REST) on newer releases; .NET/COM SDK and direct SQL Server access on-prem. Authentication: Sage 300 user credentials (Basic auth on the Web API); database credentials for direct SQL reads. Stacksync manages authentication, retries, and rate limits on both sides.
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Clari: No webhooks or change-data-capture; freshness depends on export cadence, bounded by roughly 1000 exports per rolling 30 days and 3 concurrent jobs per org. Sage 300: Financial transactions flow through batches that must be posted, so writes typically create batch entries rather than posted documents directly. Stacksync's field mapping accounts for these differences between Clari and Sage 300 without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Clari and Sage 300 records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Clari and Sage 300 connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Clari–Sage 300 integration in-house.
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
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